Customer Management

Acumatica Customer Management Suite

Close more sales and improve customer loyalty with Acumatica Customer Management Suite. Acumatica CRM integrates sales, marketing, and customer service with your financials for seamless management of your customer relationships.

Manage customers & contacts from anywhere

View all your customer information in one place

Communicate through the customer portal

  • Designate anyone with a web-based connection to manage leads, contacts, opportunities, and business accounts with the Customer Management Suite.
  • Deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
  • The Customer Management Suite provides the Acumatica Customer Portal to productively work and communicate with customers.

Customer Portal Features

  • Financial Overview
  • Knowledge Base
  • Document Sharing

Customer Management Suite Features

  • Sales Automation
  • Integrated Marketing
  • Service and Support Automation

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